See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,101 | $179,726-45.4% | $156,263-37.2% | $142,382-31.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.58% | 77.86%-60.3pp | 59.47%-41.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $6,623 | $5,069+30.7% | $4,333+52.9% | $4,299+54.1% |
| Participant deferral / active EE | $11,750 | $6,956+68.9% | $6,158+90.8% | $6,507+80.6% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |